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About Us
A Team Defined by Discipline and Purpose

Meet The Team
The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Zachary Schlegel

Zachary Schlegel

Founder & Private Wealth Advisor

6512529853

Jacob Murphy

Jacob Murphy

Founder & Private Wealth Advisor

6513734724

Kelsey Schlegel

Kelsey Schlegel

Operations Manager

Colin Kummer

Colin Kummer

Investment Analyst and Registered Assistant

Gretta Schulberg

Gretta Schulberg

Operations Specialist

Austin Schlegel

Austin Schlegel

Insurance & Planning Operations

Lesley Schlegel

Lesley Schlegel

Scheduling Coordinator

AboutLet's Create A Financial Plan That Grows With You

About
Let's Create A Financial Plan That Grows With You

Now more than ever, planning for your retirement is critical. Pensions and Social Security provided the majority of what people needed for retirement for older generations but the new reality is that you are responsible for managing your own retirement. That starts with being strategic as to where to save, and it may change several times throughout ones career.

Our approach to retirement planning is designed to help you get to – and through – retirement. Our team leverages our knowledge and understanding of how taxes, estate planning, investment planning and insurance solutions can integrate, complement and enhance each other.

What Makes Us Different
HELPING YOU CREATE A CLEAR VISION FOR AN EXTRAORDINARY FUTURE

Our team uses curiosity and integrity to partner with financially successful individuals, families and their businesses. Shooting to help them prosper while aligning their finances to their values.

Our team creates an integrated approach, seeking to understand our clients' vision and values which guides the customized construction of your plan to properly implement various strategies of optimizing tax-efficient strategies, investing, estate plan structure and insurance that best suits your needs.

Through multigenerational planning, we'll help you grow, protect and preserve your life's work.

Our Mission

We exist to provide structured, research-driven financial guidance that helps our clients pursue their goals with clarity and confidence. Every recommendation we make is grounded in analysis, not assumption.

Our Core Values

Transparency, accountability, and intellectual rigor are at the center of everything we do. We believe you deserve to understand the "why" behind every strategy, and we'll always take the time to explain it.

Our Vision

We aim to set the standard for what thoughtful, disciplined financial planning looks like — one client relationship at a time.

Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan